Setting Up Your SkySlope Account

Transcription

1 Training Workbook

2 Setting Up Your SkySlope Account Click Your Name in the upper-right hand corner of the home screen Click My Account 1st tab = Personal Information. Ensure all information is correct Note the personal SkySlope address here (top left in blue) is associated with your Personal Docs area of SkySlope- you can items to this and they will show up in your personal docs area Your ID is your login . Note if you change that, your login will change 2nd tab = Notifications. Toggle these on/off based on your needs 3rd tab = Signature. Simply copy and paste your signature into this space To find the Disclaimer verbiage that should be in EVERY signature please log in to your AgentOwned Gmail account and go to Drive and search for Info for All Agents. The Disclaimer verbiage can be found there to copy and paste into your signature. Also found there is an Images folder with URLs for the AgentOwned logo and other logos you may want to add. If your image(s) do not appear with copy & paste, please use the URLs provided in the Info for All Agents folder. Click the <> icon on the SkySlope Signature tab, paste the HTML Code for your images. Then click the pencil icon on the SkySlope Signature tab, and use the text editor to build the rest of your signature (name, , phone, etc). 4th tab = Change Password 5th tab = Directory. You may mass upload your list of contacts, such as preferred vendors and repeat clients, using a CSV spreadsheet. Note: First Name, Last Name, are all required for proper upload. 6th tab = Integrations. This is where you will integrate your zipform account with SkySlope Save your zipform credentials here one time and you are all set Congratulations! You re all set with your account.

3 Creating a Listing File Start by entering your new listing in your MLS Go to your SkySlope Dashboard / Homepage Click Create Listing Type in the seller/landlord s property address & click on the result that best matches your property Your MLS information will pull through at this point Fill in your required fields (* = required) Uploading Documents Via Property-Specific Address In the transaction, there is an address in blue. Copy the address. Open your (in your inbox) that contains the document(s) that you want to turn in Documents MUST be an attachment Forward that with the attached document(s) to the SkySlope property-specific address that was copied Your will come through to your SkySlope file! The document will upload into the Documents tab of the file To turn in your document(s) to the Checklist for review: Go to the Checklist and click Attach Find the document from the list of available docs, and then click on Assign to move it to the Checklist Your document(s) have been submitted for review Splitting Document Packets to Turn In for Review (auto split & assign is coming soon!) Find your document that needs to be split in the Documents tab of the file Click the Split button to the right-hand side of the document s name Begin typing the name of the first document you want to split - SkySlope will provide you with a list of Checklist documents based on the few letters you type For example: Type LIS for Listing Agreement Select the correct document from the drop-down Select the appropriate page range for that particular document For example: Listing Agreement, Page 1-5 Repeat this process for all documents you are wanting to turn in for review to the checklist When done, click Split & Assign That s it! Those documents will have been turned in for review The original packet will remain in the Documents tab, along with PDF versions of the documents split from the packet

4 Convert Your Listing into a Transaction Go to your Dashboard / Homepage Click Manage Listings Find your desired property file Click the checkmark to the right-hand side Fill in required transaction information Turn in sales documents OR Click into the property file, go to the Checklist tab Click Accepted Contract button Fill in required transaction information Turn in sales documents Create a Transaction File (When Buyer s Offer Accepted) Click Create Transaction Enter in your property information Note: Skye and the MLS data feed are not yet available within transaction files Do not utilize the MLS Search button - find your file via the property address search Turn in your documents as noted above in the Listing section Click the Transaction Summary button Download this to your computer Upload into checklist for review Managing Your Transactions, Incomplete Checklist, Archives, Cancelled Contracts, Tasks & Reminders

5 Working Documents 1st tab = Personal Docs Your private storage area. No storage limit Use your My Account personal address to in documents directly to this area for storage Create folders and subfolders for organization Store your pre-contract documents here, such as offers, marketing material, etc. 2nd tab = Office Docs This is a shared storage space for the brokerage Your admins can upload files here for you access Agents cannot upload here but can download files from here Utilizing SkySlope + zipform Integration Go to your Dashboard / Homepage Click Working Documents button Click the Zipform Plus tab Click Create zipform Plus Transaction button if you do not have a property file already created in Zipforms If you already have one created, locate the property file and go to the DigiSign step below* In the Search Form box, type in the form(s) you need Click the checkbox to the left of the form name you need in your file Click the Add button in the bottom right corner Choose the form you want to complete and fill in the fields Click Save *Click the checkbox to the left of the form name you need to send for signatures via Digisign Click the DigiSign button on the top right Choose the property file where you want to save the documents to It is now in Digisign proceed as you normally would organize the documents, add signers, place blocks, and send! Note for newer agents: You can documents from your zipform account to a specific person in your office for review. Once approved, then do you send to clients via DigiSign

6 Quick Tips Ways to get items into SkySlope: docs to your SkySlope personal address. This is found on the My Account page in top right corner. Any documents ed here will appear in the personal docs tab in your Working Docs and are not assigned to a transaction. Upload docs directly to the Personal Docs section in Working Docs by clicking Upload Documents. These documents can be organized in folders on the left. Create a document through DigiSign without assigning a transaction - once returned, the final signed document will appear in Personal Docs to be assigned to a transaction and then to the checklist if needed. docs to the SkySlope for the transaction. This can be found on the listing or transaction page. Any documents here will appear in the Documents tab of the listing or transaction and will appear in the Log for that transaction. The docs can be attached to the checklist from within the transaction. Upload docs directly to the Transaction using Upload Documents button. They will then need to be attached to the checklist. Create a listing/transaction, then create documents through DigiSign assigned to the listing/transaction. Once signed, final copy will appear in Documents section of transaction to be attached to the checklist. Forward chains to the SkySlope property so the conversation will be saved in the log Create a group chat on your cell phone with your client and the SkySlope property to record text conversations in the property log--caution: if you do this ALL conversations will go to your log and cannot be deleted

7 24/7 SUPPORT IS HERE TO HELP! Support options : app.skyslope.com - login and access support in top right corner anytime Support.Skyslope.com Bookmark - you do not have to login to access this page Chat / / request call from this page-options to screen share with support SkySlope Tutorials / Getting Started Tutorial Download the SkySlope app on your phone --note the mobile app is useful for viewing transactions and your transaction checklist. To use DigiSign via your phone, you will need to access SkySlope through your browser. Browser version is fully collapsible and mobile friendly. ***Teams should contact Mandy.Timmons@agentownedrealty.com to determine the ideal team setup for their situation

8 Turning in Checks for SkySlope files: Earnest Money/Ratified Contracts: --Make sure Office/Address/Buyer name (if different than Payer on check) is written on memo line of checks --Create transaction in SkySlope (***If this is a Listing Sold, remember to start with a Listing then convert it to a transaction) --Attach all Documents to checklist --Print Transaction Summary (button is on top right of page) --Turn in check and Transaction Summary to Admin Earnest Money/Non-Ratified Contracts: --Checks for non-ratified deals must be turned in within 24 hours of receipt. Make sure Admin knows contract is NOT ratified. Address & buyer name must be written on check. --File does not need to be set up in SkySlope until ratified. Once ratified, set up in SkySlope and admin a copy of Transaction Summary indicating OK to forward check for deposit --Personal checks will be held in your office until ratified, and can be picked up from admin for return to buyer if not ratified --Money Orders/Cashiers checks will be deposited upon receipt by accounting and must wait 10 days to be returned if contract not ratified. Closing Doc Submissions SkySlope --Agent will pull up transaction and view checklist. Upload closing docs and any missing docs. Verify all items are showing as pending (i.e. submitted, not reviewed) or completed. All Rejected items should be addressed and re-submitted. --Review Commission tab for accuracy --Make changes as needed to sales price (upload addendum), % or anything else --Update referral info and attach W9 for Referral Co if applicable --Explain any differences from MLS % or HUD--use comments box to explain --Add any splits with other agents, checks to others, any other clarifications/requests --Create Transaction Summary report, print and turn in with Check to admin. Be sure your name and property address are written on check stub --Be on the lookout for follow up from our office for any additional info needed 10/23/18